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Estee Lauder
EL

1,182 hedge funds and large institutions have $50.7B invested in Estee Lauder in 2022 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 452 increasing their positions, 403 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 85

29% more funds holding in top 10

Funds holding in top 10: 24 → 31 (+7)

16% more capital invested

Capital invested by funds: $43.8B → $50.7B (+$6.84B)

12% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 403

5% more funds holding

Funds holding: 1,124 → 1,182 (+58)

7% more call options, than puts

Call options by funds: $586M | Put options by funds: $548M

0.42% more ownership

Funds ownership: 87.87% → 88.29% (+0.42%)

Holders
1,182
Holders Change
+58
Holders Change %
+5.16%
% of All Funds
19%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.5%
New
168
Increased
452
Reduced
403
Closed
85
Calls
$586M
Puts
$548M
Net Calls
+$38.7M
Net Calls Change
-$1.71B

Top Buyers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
+$443M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$295M
3
Morgan Stanley
Morgan Stanley
New York
+$261M
4
Norges Bank
Norges Bank
Norway
+$234M
5
Lazard Asset Management
Lazard Asset Management
New York
+$193M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$568M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$325M
3
Jennison Associates
Jennison Associates
New York
-$315M
4
Edgewood Management
Edgewood Management
Connecticut
-$175M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$140M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1151
Schubert & Co
Texas
$3.23K -$2.23K -10 -43%
GC
1152
Globeflex Capital
California
$3.23K – – –
POIA
1153
Pin Oak Investment Advisors
Texas
$3K – – –
YAL
1154
Your Advocates Ltd
Texas
$2.98K – – –
GEA
1155
Glen Eagle Advisors
New Jersey
$2.74K -$46.9K -210 -95%
MPCL
1156
My Personal CFO LLC
Washington
$2.73K +$2.46K +11 New
AIC
1157
Archer Investment Corporation
Indiana
$2.48K – – –
AWM
1158
Avior Wealth Management
Nebraska
$2.48K – – –
LTI
1159
Laffer Tengler Investments
Tennessee
$2.48K – – –
SCA
1160
Stonebridge Capital Advisors
Minnesota
$2.48K – – –
SIC
1161
SJS Investment Consulting
Ohio
$2.48K +$1.12K +5 +100%
GI
1162
Gradient Investments
Minnesota
$2.23K -$447 -2 -18%
MUMSS
1163
Mitsubishi UFJ Morgan Stanley Securities
Japan
$2K -$4.47K -20 -67%
AWM
1164
Activest Wealth Management
Florida
$1.99K +$1.79K +8 New
NSIM
1165
North Star Investment Management
Illinois
$1.99K +$1.79K +8 New
FFC
1166
First Financial Corp
Indiana
$1.98K – – –
FSWA
1167
Financial Synergies Wealth Advisors
Texas
$1.74K – – –
LIM
1168
Longfellow Investment Management
Massachusetts
$1.74K +$447 +2 +40%
CC
1169
Centiva Capital
New York
$1.74K +$1.56K +7 New
CT
1170
Colonial Trust
South Carolina
$1.5K +$1.34K +6 New
LFG
1171
Larson Financial Group
Missouri
$1.49K – – –
JFGIW
1172
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.24K – – –
ECM
1173
Everence Capital Management
Indiana
$1.23K +$795K +3,560 +258%
DCBT
1174
Dakota Community Bank & Trust
North Dakota
$1K – – –
GCS
1175
Gordian Capital (Singapore)
Singapore
$1K – – –
45 46
47
48 49

EL Hedge Fund Activity: Q4 2022 in Review

1,182 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q4 2022, worth a combined $50.7B — up 16% from $43.8B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new EL positions and 85 closed out — a net gain of 83 holders — while 452 added to existing stakes and 403 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $443M. The largest seller was Fidelity Investments, cutting an estimated $568M.

  • 1,182 institutional investors held Estee Lauder (EL) as of Q4 2022, up from 1,124 in Q3 2022.
  • Funds reported $50.7B of Estee Lauder stock for Q4 2022, up 16% quarter-over-quarter.
  • 168 funds opened new Estee Lauder positions in Q4 2022 and 85 closed out, a net change of +83 holders.
  • The largest Estee Lauder buyer in Q4 2022 was ClearBridge Investments, an estimated $443M added.
  • The largest Estee Lauder seller in Q4 2022 was Fidelity Investments, an estimated $568M sold.

Based on aggregated 13F filings for Q4 2022.